Browse all CFP®-certified advisors in North Carolina

Every advisor below is licensed to work with clients in North Carolina. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find North Carolina advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,456
Retired	1,590
Executive	1,255
Tax-loss harvesting	1,232
Wealth management	1,176
Retirement plans for business owners (SEP, solo 401k)	920
Retirement income strategy	915
General retirement planning	737
College savings (529s, UTMA, etc.)	671
ESG / Sustainable investing	602
Private / alternative investments	483
Annuities	468
Active portfolio management	432
Business exit / sale strategy	375
Cash flow / budgeting	366
Options & derivatives strategies	357
HENRY (High Earners, Not Rich Yet)	318
Mid-Career Professionals	318
General estate planning guidance	279
Passive / index investing	250
Charitable giving & philanthropy	212
Income planning	203
Approaching retirement	193
Multi-generational wealth transfer	173
Self-Employed	170
Business succession planning	150
Concentrated stock management	140
Business ownership considerations	132
Real estate investing	116
General tax planning	103
Social Security optimization	97
Retirement withdrawal strategies	87
Divorce financial planning	86
Established Professionals	64
Equity compensation tax strategy	46
Debt management	44
Tax strategies for small businesses	37
Women Professionals	37
Planning for children with special needs	36
Long-term care insurance	35
Financial Professional	34
Factor investing / smart beta	31
Married/Couples/Partners	31
Attorney	30
Divorced	27
Doctor or Medical Professional	26
Educators, Teachers, and Academics	22
Equity Recipients (RS/RSU, SOP, ESPP)	22
Military & Veterans	21
Values-based investing	19
Dentist	16
Business sale tax planning	15
Liquidity event planning	14
Young Professionals	14
Religious/faith focused	13
Retired	12
Medicare planning	11
Roth conversion strategy	11
Charitable giving tax strategies	10
Life insurance needs analysis	10
Parents	10
Widow/Widower	9
Family Business	8
Business Financial Management	7
Christian Faith Based	6
Dual Income Family	6
Early retirement planning	6
Elder care planning	6
Young Families	6
Exec comp design	4
Government Employee	4
Newlywed/Engaged	4
Technology Professional	4
Women's Finance	4
African Americans/Black	3
Consultant	3
Inherited wealth	3
Student loan debt	3

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